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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,680 | $125,797-34.3% | $170,043-51.4% | $75,173+10.0% |
| Participation rate | 58.1% | 83.6%-25.5pp | 87.0%-28.9pp | 67.2%-9.1pp |
| Annual return | 10.17% | 27.20%-17.0pp | 53.40%-43.2pp | 160.72%-150.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,399 | $6,838-64.9% | $10,410-77.0% | $4,126-41.9% |
| Admin fee / account holder | $27,310 | $8,177+234.0% | $12,824+113.0% | $5,651+383.3% |